Help and Tutorials
Tutorial Videos
- Simple Walkthrough - pension transfer - A simple walkthrough of the adviser portal, demonstrating how to add a pension, upload relevant case documents and enter recommendations to transfer to a new plan. (7:59)
- Joint Case - new investments - Tutorial showing how to add a new case for multiple clients by investing a cash lump sum into 3 brand new investments. (5:44)
- Multiple Plans - ISA consolidation - Demonstration of the adviser portal that shows how to work with multiple plans by performing an ISA consolidation. (3:37)
- Taking Retirement Benefits - PCLS and income - Demonstration of how to enter recommendations for clients taking retirement benefits in the form of tax-free cash and income drawdown. (2:41)
- Taking Retirement Benefits - annuity purchase - Demonstration of how to enter recommendations for a client looking to take retirement benefits by purchasing an annuity. (2:05)
- Drawdown Pension Review - income review - Demonstration showing how to enter an existing drawdown pension for review or transfer. (2:47)
- Importing from Intelliflo Office - Quick tutorial to demonstrate how PowerPlanner integrates with Intelliflo Office. (1:37)